Jill Facarazzo is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and four years of industry experience. She has worked at Sequent Planning since 2020 and has also been affiliated with Alphalight Capital and Futurity First Insurance Group since 2020. Outside of advisory roles, she provides customer service for insurance products. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a network of advisers who utilize a mix of firm-developed models, third-party managers, and customized allocations.

Darren Kennon is a financial advisor at PFG Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including United Planners, Securities America Inc, and LPL Financial. He has managed his own advisory business since 1995 and has concurrent roles at Forest Home LLC and Truwest Credit Union. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach involves model portfolios and third-party managers, emphasizing macro allocation with index-based ETFs, supported by multiple marketplace platforms and strategic industry relationships.

Erik Pedersen is a financial advisor with The AmeriFlex Group in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities Inc., Principal Life Insurance Company, and Axa Advisors. Outside of his advisory work, Pedersen is owner of Epic Holistic Partners, a separate business based in Scottsdale. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting, providing both wrap and non-wrap solutions with customized strategies tailored to client profiles.

William Gerlach is a Series 65 licensed advisor at Trajan Wealth, L.L.C. with one year of industry experience. Prior to joining Trajan Wealth in 2026, he held positions at Foundations Investment Advisors, Northern Trust, and Northwestern Mutual. His background includes diverse roles outside finance, including work at Grand Canyon University and the Alaska Rock Gym. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ risk tolerances and tax situations while integrating private-market investments and coordinated planning with affiliated tax and estate professionals.

Timothy Stoleson is an advisor at Independent Wealth Network, Inc. based in Phoenix, AZ. He holds the Series 65 and Series 63 designations and has been active in the industry since 2023. His prior experience includes roles at Emerson Equity LLC, Zupancic Financial Group Inc, and Preferred Wealth Management, LLC. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs multiple investment approaches, including discretionary portfolio management and third-party models, overseeing approximately $518 million in client assets.

Mark Senseman is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with WCG Wealth Advisors, LLC since 2014 and previously worked at LPL Financial. Senseman serves as a trustee for the Londen Family Trust. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, offering both direct management and access to third-party programs.

Tobin Short is a financial advisor at Transce3nd LLC with two years of industry experience and holds a Series 66 designation. He has previously worked at Equitable Advisors and Heroes Financial Group LLC, and served in the United States Navy. Outside of advisory work, he is involved in life insurance and health insurance sales and services. Transce3nd LLC (marketed as e3 Wealth) serves a diverse clientele including individuals, foundations, trusts, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach utilizing fundamental, technical, and quantitative analysis, and commonly implements portfolios through third-party models and money managers.

Ryan Schlappi is a financial advisor at Crewe Advisors in Scottsdale, AZ, holding Series 65 and Series 66 licenses with 18 years of industry experience. He worked for J.P. Morgan Securities Inc and J.P. Morgan Chase Bank from 2008 to 2022 before joining Crewe Advisors in 2022. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and insurance companies. The firm employs a multifaceted investment approach that incorporates fundamental, technical, and quantitative analysis, managing accounts primarily on a discretionary basis.

Mark Rogers is a financial advisor with USAA Investment Services Company in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked in various roles within the USAA organization since 2016, including positions at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, using phone and digital channels. The firm offers a Retirement Income Strategy Report and refers clients to third-party broker-dealers or advisers rather than managing assets directly.

Christian Nelson is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. Prior to joining Advisory Services Network in 2024, he worked at Money Concepts Capital Corp from 2017 to 2024. Outside of his advisory role, he is involved in a startup focused on air filtration technology, serving as secretary and providing general administrative support. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various securities and third-party managers to tailor strategies based on client objectives and risk tolerances.

Brian Mock is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at IP Financial Advisory Services since 2020 and has longstanding roles at Innovation Partners LLC, M&A Wealth Management, BCBS, and Mock and Associates, a tax and accounting firm where he prepares tax returns for clients. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including discretionary portfolio management and access to third-party investment advisors, with an emphasis on non–high-net-worth individuals.

Robert Berry is a financial advisor at Momentum Independent Network Inc. with 39 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Momentum Independent Network in 2023, he worked at NTB Financial Corporation and Port Securities, Inc. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm utilizes both discretionary and non-discretionary investment structures and offers a range of managed account programs supported by quantitative, fundamental, and technical analysis, as well as specialized municipal fixed-income and retirement plan services.

Lauri Smith is a financial advisor at Trajan Wealth, L.L.C. with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual and Wells Fargo. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and institutional entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to client-specific factors and integrating tax, estate, and insurance planning.

Kristin Rathjen is a financial advisor at Wedbush Securities Inc. with 24 years of industry experience. She holds the PFS™ designation, as well as Series 63 and Series 65 licenses, and has been with Wedbush Morgan Securities since 2001. Outside of her advisory work, she is a partner in a handmade card and invitation business and contributed to the overhaul of the PFP certification test for the AICPA. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, with a focus on tailored portfolio management and advanced operational capabilities.

Ryan Lovett is a CFP® with 15 years of experience in financial advisory. He is currently with Ashton Thomas Private Wealth and has previously worked at M.S. Howells & Co., PeachCap, Accelerated Capital Group, and Gentry Wealth Management. Outside of his advisory work, he has a minority ownership interest in a local convection business, Kelli's Kupcakes, LLC. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model incorporating multiple investment strategies and sub-advisers, offering discretionary and non-discretionary portfolio management along with financial planning and fiduciary consulting.

John Glaudel is a financial advisor with Verus Capital Partners, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at SECURITIES AMERICA, Inc. and Elemetal Direct. In addition to his advisory role, he is an insurance producer offering life insurance products through Phillips Financial Management. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios and utilizes tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerances, and tax considerations.

Erica Melissa is a financial advisor with Westminster Financial Advisory Corporation, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Westminster Financial Advisory Corporation since 2008 and Westminster Financial Securities, Inc. since 2009. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm focuses on diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and option strategies.

John Flecke is a CFP® with 19 years of experience in the financial services industry. He is currently with Cardinal Point Wealth Management and has held roles at several firms including KeatsConnelly LLC and Shepherd Consulting. Cardinal Point Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and tax preparation services. The firm employs a long-term, globally diversified investment approach using a core-satellite framework and provides tailored advice based on client goals, risk tolerance, and time horizon.

Anthony Rocha is a financial advisor at PFG Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Securities America, and United Planners. Outside of his advisory roles, Rocha serves on the finance committee for Most Holy Trinity Catholic Church in Phoenix, AZ. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach utilizes a network of advisors who implement model portfolios or select third-party managers, emphasizing macro allocation and index-based ETFs along with fundamental and technical analysis.

Scott Sandell is a Series 65-licensed financial advisor at Alphastar Capital Management with nine years of industry experience. He holds ownership interests in several private businesses, including Andorra Capital and Wish You Were Here, LLC, and has roles in various financial and insurance-related companies. Sandell’s background includes positions at Capital Group/American Funds and Monetary Metals. Alphastar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of model portfolios and advisor-directed strategies using a range of investment vehicles, supported by tax-aware optimization and third-party portfolio construction technologies.